AP
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Adero Partners’s Ameriprise Financial AMP Stock Holding History

Adero Partners’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$295K Buy
610
+25
+4% +$13.1K 0.02% 179
2024
Q4 		$311K Buy
585
+51
+10% +$27.2K 0.02% 171
2024
Q3 		$251K Buy
534
+44
+9% +$19.1K 0.02% 190
2024
Q2 		$209K Buy
+490
New +$209K 0.02% 194

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Adero Partners's AMP Position: Q1 2025 in Review

Adero Partners increased its Ameriprise Financial (AMP) stake by 4.3% in Q1 2025, buying an estimated $13.1K and bringing the position to 610 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #179.

Adero Partners first reported a position in AMP in Q2 2024 and has held it in 4 quarters since. The position peaked at $311K in Q4 2024. 1,367 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Adero Partners held 610 shares of Ameriprise Financial worth $295K as of Q1 2025.
  • Adero Partners bought 25 Ameriprise Financial shares in Q1 2025, an estimated $13.1K.
  • Ameriprise Financial made up 0.02% of Adero Partners's portfolio in Q1 2025, its #179 holding.
  • Adero Partners first reported a position in Ameriprise Financial in Q2 2024 and has held it in 4 quarters since.
  • Adero Partners's Ameriprise Financial position peaked at $311K in Q4 2024.
  • 1,367 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.